Denver PWM’s Wells Fargo WFC Stock Holding History

Denver PWM’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$311K	Hold	3,889	–	–	0.1%	80
2026 Q2	$345K	Hold	3,889	–	–	0.11%	72
2026 Q1	$294K	Buy	3,889 +393	+11%	+$33.8K	0.1%	76
2025 Q4	$280K	Hold	3,496	–	–	0.09%	69
2025 Q3	$280K	Hold	3,496	–	–	0.09%	71
2025 Q2	$280K	Buy	+3,496	New	+$252K	0.09%	71
2023 Q3	–	Sell	-4,728	Closed	-$206K	–	100
2023 Q2	$206K	Buy	+4,728	New	+$190K	0.09%	91
2023 Q1	–	Sell	-6,728	Closed	-$278K	–	106
2022 Q4	$278K	Hold	6,728	–	–	0.13%	84
2022 Q3	$280K	Hold	6,728	–	–	0.16%	74
2022 Q2	$264K	Hold	6,728	–	–	0.12%	78
2022 Q1	$328K	Sell	6,728 -6,328	-48%	-$339K	0.13%	78
2021 Q4	$660K	Hold	13,056	–	–	0.25%	62
2021 Q3	$606K	Hold	13,056	–	–	0.25%	61
2021 Q2	$591K	Sell	13,056 -968	-7%	-$43.2K	0.25%	61
2021 Q1	$330K	Sell	14,024 -100	-0.7%	-$3.54K	0.19%	58
2020 Q4	$419K	Buy	14,124 +100	+0.7%	+$2.59K	0.21%	62
2020 Q3	$330K	Hold	14,024	–	–	0.19%	58
2020 Q2	$359K	Buy	14,024 +2,463	+21%	+$67.4K	0.22%	58
2020 Q1	$309K	Hold	11,561	–	–	0.23%	53
2019 Q4	$621K	Sell	11,561 -2,500	-18%	-$131K	0.36%	44
2019 Q3	$701K	Hold	14,061	–	–	0.42%	37
2019 Q2	$630K	Sell	14,061 -1,500	-10%	-$70.1K	0.4%	39
2019 Q1	$760K	Buy	15,561 +1,215	+8%	+$59.8K	0.5%	33
2018 Q4	$685K	Buy	+14,346	New	+$735K	0.49%	30

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Denver PWM's WFC Position: Q3 2026 in Review

Denver PWM held its Wells Fargo (WFC) position steady in Q3 2026 at 3,889 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #80.

Denver PWM first reported a position in WFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $760K in Q1 2019. 1,713 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Denver PWM held 3,889 shares of Wells Fargo worth $311K as of Q3 2026.
Denver PWM left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.1% of Denver PWM's portfolio in Q3 2026, its #80 holding.
Denver PWM first reported a position in Wells Fargo in Q4 2018 and has held it in 24 quarters since.
Denver PWM's Wells Fargo position peaked at $760K in Q1 2019.
1,713 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.